Pasting Multiple Cells into the Supporting Detail Window

You can copy supporting detail from multiple cells in Microsoft Excel or another application and paste it into the Supporting Detail window. For example, you can export forms to Excel spreadsheets, work on supporting detail in spreadsheets, and copy it back to Planning.

About copying and pasting supporting detail:

  • The cell range of the data that you paste must exist in the Supporting Detail window.

  • You can copy and paste cell labels and cell data.

  • The pasted data does not retain the original formatting.

  To copy supporting detail from Microsoft Excel spreadsheets:

  1. Open a Planning form.

  2. In Planning, select a cell or range of cells, and then click Supporting Detail.

  3. In Supporting Detail, note the range of cells with supporting detail, or add cells with supporting detail, and then click OK.

  4. Select Tools, and then Export as Spreadsheet.

    A browser instance of Microsoft Excel is displayed with the exported information, and you can modify the supporting detail.

  5. In Excel, select the range of cells containing supporting detail, and then press Ctrl+C to copy the data.

  6. In Planning, open the form to which to add supporting detail.

  7. Select the cell with the details to modify, and then click Supporting Detail.

  8. In Supporting Detail, click in the range's upper-left cell for which to paste supporting detail, and then press Ctrl+V.

  9. Click Save.